The Autumn Budget may not have delivered the sweeping changes some anticipated, but there is still plenty for advisers to consider, from pensions and ISAs to taxation, financial planning and the wider economic outlook.
Rather than adding another Budget breakdown to the mix, we’ve brought together expert analysis from our partners, offering different perspectives on the announcements, their implications and what could lie ahead.
Here’s what our partners are saying:
Fidelity Adviser Solutions | A Budget designed not to rock the boat
Fidelity’s Tom Stevenson explores a Budget focused on stability rather than significant reform. From the reaction of financial markets to changes affecting ISAs, savers and landlords, he considers why the Chancellor’s cautious approach has reassured investors, while leaving longer-term economic challenges unresolved.
M&G | The technical details advisers need to know
While there were few headline-grabbing announcements, a number of smaller changes could have implications for financial planning. M&G’s technical experts examine the measures affecting income tax, pensions, ISAs, trusts, Capital Gains Tax, investment bonds and the State Pension, providing practical insight into the areas advisers need to consider.
Explore M&G’s technical analysis →
Quilter | What the Budget means for financial planning
Quilter examines the announcements affecting pensions, savings and investments, alongside previously announced measures still to come into effect. With inheritance tax changes and other reforms on the horizon, its analysis provides a useful overview of the evolving planning landscape and the considerations for advisers and their clients.
Read Quilter’s Budget summary →
Aberdeen Investments | The economic and market perspective
Aberdeen’s economists take a broader look at the Budget, examining the UK’s fiscal position, tax burden, inflation outlook and gilt market reaction. They also consider the difficult decisions deferred until 2027 and what these could mean for the economic outlook.
Explore Aberdeen’s key takeaways →
Four perspectives. One Budget.
Whether you’re looking for technical guidance, financial planning considerations or a wider market perspective, explore the latest thinking from our partners to help inform your conversations with clients.
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